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Get Sorinai running in under five minutes

3 min readUpdated Apr 21, 2026

Download, sign in, grant the permissions it asks for, and you're ready. All you need is the Mac or PC you take calls on.

One rule to remember
Run Sorinai on the same laptop you take the call from. It listens to your laptop’s audio, so a second machine won’t hear anything.

Download and install

Head to sorinai.com/download and grab the version for your machine. On a Mac, drag Sorinai into Applications. On Windows, run the installer — no admin rights needed. From then on, it updates itself.

Sign in

Open Sorinai. It pops a browser tab for sign-in. If your team sent you an invite, sign in with the same email that received it. Otherwise, create a free account. When you’re done in the browser, Sorinai picks up where it left off automatically.

Grant permissions (Mac)

On a Mac, the first time you sign in Sorinai shows a short setup screen. Three permissions are required — you’ll need all three before you can continue — plus one optional extra you can skip and turn on later. On Windows there’s nothing to set up; Sorinai works out of the box.

Microphone
So Sorinai can hear you. Click Enable and allow it.
System Audio
So Sorinai can hear the other side of the call. Click Enable and allow it.
Accessibility
So Sorinai can tell when your meeting starts. This one opens System Settings — switch Sorinai on there and you’re done.
Screen Recording (optional)
So Sorinai can look at your screen when you ask it to. Skip it if you like — Continue works either way, and you can turn it on later from the eye button in a meeting.
Why Accessibility?
Accessibility is used only to notice when a call begins, so Sorinai can start on its own. It never controls your Mac.
What Screen Recording actually does
Nothing, unless you ask. Sorinai only looks at your screen when you turn on the eye button next to the copilot’s message box, and then it takes a single still image with each question you send — never between questions, and the image isn’t recorded or saved. Leave the eye off and nothing is ever captured. Because macOS only applies this permission after a restart, it starts working the next time you open Sorinai rather than in the meeting you’re in.

Run your first meeting

  1. Open Sorinai — before the call starts or once you’re already on it, either works.
  2. Click New Note.
  3. Pick a Notes Template — Sorinai ships with a default, so you can go straight away. Optionally add a document or two for context — a project brief or an agenda, say — under + Add context for sharper suggestions.
  4. Click Create. Sorinai becomes a small notepad at the side of your screen — that’s where you take notes and reach the copilot during the call. You can set which side it opens on under Settings → Customisation.
  5. When the call ends, click End Meeting. Your notepad turns into a review of the finished meeting, ready for you to tidy up.

For the full tour of your notepad, see Running a live meeting.

After the call

In the background, Sorinai finishes the meeting off — filling out your note template’s original Word or PDF, and, if you have follow-up emails on, sending one with the filled copy attached. It usually takes under five minutes.

Your finished meetings live on the Home page, and you can drag them into any folders you create. New here? Sorinai starts you off with a quick tour and a ready-made Welcome to Sorinai meeting to explore — you didn’t record it, it’s just an example.

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